Big Bank Earnings: Bloomberg TV
We joined Bloomberg TV to discuss the market’s reaction to big bank’s earnings and more.
Alex Sword
Morgan Stanley
Alex Sword
Finding A Cure for COVID-19’s Disruption of Wall Street Data
Only artificial intelligence (AI) that rigorously analyzes thousands of financial filings can keep investors informed and help them navigate these disruptions.
Kyle Guske II, Senior Investment Analyst, MBA
100% Operational Despite COVID Lockdowns
COVID-19 is not disrupting our data collection and research. Our Robo-Analyst is more effective than ever.
David Trainer, Founder & CEO
COVID-19 Sparks Dramatic Disruptions to Wall Street’s Data
Financial data collection supply chain disruption creates a sizeable risk for our data-driven stock market.
Kyle Guske II, Senior Investment Analyst, MBA
COVID-19 May Spark Dramatic Disruptions to Wall Street’s Data
Without accurate and timely data collection from financial filings, millions of analysts and investors are unable to update their financial models and make informed investment decisions.
Kyle Guske II, Senior Investment Analyst, MBA
How AI Can Help Advisors Grow and Keep Assets (5 of 5)
Artificial intelligence empowers research automation that gives advisors the diligence and research they need to impress new and existing clients and while avoiding regulatory scrutiny.
Sam McBride
Cutting Through the Smoke and Mirrors of AI on Wall Street (1 of 5)
AI, especially the AI used in finance today, lacks the application of deep subject matter expertise to create the clean data and relationships that are the foundation of any successful investment strategy or AI.
Sam McBride
How the Fiduciary Rule Can Make You Money
With full implementation scheduled for July 2019, figuring out how to deal with the fiduciary rule is the top priority for many firms and advisors. Here’s how you turn this regulatory bombshell to your advantage.
Sam McBride
Markets Need a Single, Official Definition of “Fiduciary”
Differing definitions only add to the uncertainty and anxiety surrounding the debate over the Fiduciary Rule. Regulators need to put forward a unified definition of the fiduciary duty so that investors and advisors can have a fully informed debate on the matter.
Sam McBride
There’s No Getting Out Of Fiduciary Duties
We think investors’ expectation for the fiduciary standard is here to stay no matter what the official rules say -- and those investors will increasingly demand that their advisers apply to their non-retirement accounts too.
Sam McBride
The Future of Wealth Management And Morgan Stanley’s $28 Billion Opportunity
The big banks still have significant advantages. Their brand names, financial capital, advisor networks, and large client bases give them the opportunity to leverage the innovations of startups and become the biggest winners in this new wealth management model.
Sam McBride
Cutting Through Valeant’s Story
Valeant has been guilty of some dubious assertions in its attempts to defend itself from claims that its business model is nothing more than a rollup scheme and that its stock is overvalued.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds: Large Cap Blend Style
The Large Cap Blend style ranks first out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 33 ETFs and 908 mutual funds in the Large Cap Blend style as of October 17, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.
David Trainer, Founder & CEO
Danger Zone 6/10/13: “Passive” Investors
Passive investors are in the Danger Zone for not recognizing that they are actually active investors.
David Trainer, Founder & CEO
Top Stock Picks: 2011 In Reivew
Everyone wants diligence. Few will ever turn it down. The problem is that diligence is expensive. New Constructs makes diligence cost-effective.
David Trainer, Founder & CEO
footnoted.org vs New Constructs = Hype vs Substance
When I ran across the recent article "270,033 pages later, a chance to catch our breath…", I could not help but admire footnoted.org's marketing moxy.
The article provides a count of the number of pages of 10-K filings that have poured in during the real earnings season. It also highlight a couple of the largest filings. At first glance, it is easy for one to assume that all of the 270,033 pages were also analyzed.
David Trainer, Founder & CEO
The Real Earnings Season Begins Now
Nearly all of the investing world ignores 10-K season. 10-Ks contain the most important financial information that companies provide all year.
David Trainer, Founder & CEO
The Fed’s Bazooka: Revealed As Final Policy Firepower in Jackson Hole
No more Mr. Nice Guy. It is time for Mr. Bernanke to break out the big guns in Jackson Hole this Friday.
David Trainer, Founder & CEO
Don’t Gamble In Financial Sector ETFs
The financial sector is one of four sectors to earn our “dangerous” rating and is the worst-ranked sector in the our 3Q11 Sector Roadmap report according to my methodology at New Constructs.
David Trainer, Founder & CEO
Sell Morgan Stanley Before It Sells You Down the River
When Morgan Stanley (MS) started in 1935, there were around fifteen employees. For 2010, the company reported 62,542 employees. Bigger is not always better. And for big, publicly-traded companies, big tends to be worse especially when it comes to financial reporting.
David Trainer, Founder & CEO